Unclaimed
Robert Thomas is an investment advisor representative at Empirical Wealth Management. Robert is registered to provide investment advice in Washington and is also a Registered Representative. The firm provides a range of advisory services including portfolio management, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and insurance services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
07/05/2023 - Present
Empirical Wealth Management (SEATTLE WA)
IA
Issued 07/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Robert Thomas is the right advisor for you? Invested Better is here to help.